a tax-deferred portfolio and the potential hazards it can bring your family. Americans
are living longer than ever and must understand the difference in a tax-free strategy
vs. a tax deferred strategy. We provide a clear understanding on the effects of Tax
deferred vehicles and illustrates the value a tax advantaged strategy can bring to your
portfolio.
College Planning: As parents, we all want something more for our children. We want
them to have all necessary resources available to them to begin their lives on a solid
educational foundation. We will stop at nothing to make sure they have every
opportunity for available. A College education is one of those opportunities that
requires a lifetime of planning and budgeting. If done properly, this milestone can
be achieved without leaving them a heavy financial burden. The average college
graduate is entering the working world with debt in excess of $29,000. We work with
Clients and their children to plan for the expense of college without the heavy
financial strain while providing other long term benefits.
End of Life Planning: Planning your funeral can seem overwhelming. We have
attempted to make the process as easy to complete and understand as possible.
Planning your final wishes is a very important and sensitive step towards relieving
your loved ones of the burden of having to guess what you may have wanted. You
may have questions throughout the process. That is why we have customer service
representatives available to walk you through the process step by step and answer
any questions you may have.
Discount Vision & Dental Plans: Savings Plans are easy to use: Take a look at the
savings plans offered below and choose the one that is right for you and your family!
This is not insurance. These are savings plans designed to fit your needs and budget.
With savings plans, there is no waiting or limits on use.
The above services are not all inclusive. Contact us to get your complimentary
Financial Needs Analysis and also receive a No-Cost Accidental Death &
Dismemberment policy.
Book An Appointment: pilartobias.youcanbook.me or call: 925-398-3851
Insurance.TobiasAssociates.com
Tobias Financial Solutions
Products & Services
Updated: 3/11/2016